+55.9%
VZ vs ACHR
-19.6%
+75.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +14.7% | -15.7% | -0.6% |
| 7D | +2.1% | +5.7% | -3.6% | +2.3% |
| 30D | +1.4% | -4.9% | +6.3% | +1.3% |
| 3M | -1.3% | -15.1% | +13.8% | -1.4% |
| 6M | -0.5% | -30.7% | +30.2% | -0.8% |
| YTD | +19.6% | -41.0% | +60.6% | +19.1% |
| 1Y | +22.4% | -50.0% | +72.4% | +21.6% |
| 3Y | +55.9% | -17.0% | +72.9% | +58.0% |
| All | +55.9% | -19.6% | +75.4% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ACHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling